WLGYX Mutual Fund

WLGYX Mutual Fund

NAV$40.73
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Returns Overview

1 Month
+3.55%
3 Months
+2.35%
6 Months
+13.45%
YTD
+5.24%
1 Year
+6.95%
3 Years (annualized)
+15.21%
5 Years (annualized)
+8.67%
10 Years (annualized)
+15.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLGYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+8.51%
vs Peers
-3.27%

WLGYX Mutual Fund Performance

WLGYX performance across multiple time periods: 1-month 3.55%, YTD 5.24%, 1-year 6.95%, 3-year 15.21%, 5-year 8.67%, 10-year 15.99%.

WLGYX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

WLGYX vs another fund shows side-by-side returns. WLGYX alternatives are available in the Mutual Fund Screener.